Trump Claims Apple and Intel Deal for US Chip Production

President Trump has claimed that Apple has reached an agreement to design and build its chips in the United States in partnership with Intel. The assertion, made via a Truth Social post, also included claims regarding Nvidia and Elon Musk’s manufacturing plans.

According to the post, Trump stated: "First, we helped bring in Nvidia, and they agreed to build their first level Chips with Intel. Next, Elon agreed to build his TerraFab, the largest Chip Factory in the World, designed together with Intel’s Technology team. And, finally, Apple has agreed to work with Intel to design and build its Chips in America."

Lack of Official Confirmation

Despite the high-profile nature of these claims, there has been no official statement or confirmation from Apple, Intel, or Nvidia to corroborate the details. While Intel and Nvidia are on-the-record regarding a collaboration that involves pairing Intel CPUs with Nvidia GPUs, the companies have not provided specific details on the manufacturing process for those components.

Rumors regarding a potential partnership between Apple and Intel for chip fabrication have circulated for some time. Industry speculation suggests that if such a deal were to materialize, Apple might utilize Intel's fabs for lower-cost chips used in mainstream iPhone and MacBook models, while retaining high-performance, cutting-edge production at TSMC for Pro-level hardware.

Market Reaction and Financial Stakes

Following the announcement, Intel's stock price saw a 7% increase. Trump noted the recent gains in the company's valuation, stating that the administration had opted to assist Intel in exchange for a 10% stake in the company. He claimed that the value of the company has grown from approximately $100 billion to over $600 billion in nine months, placing America’s stake at over $60 billion.

What This Means for Future Hardware

Even if an agreement between Apple and Intel exists, it is unlikely that any products would reach consumers in the immediate future. Any potential deal would likely be contingent on the performance and yields of Intel’s upcoming 18A and 14A nodes. Should those manufacturing processes fail to meet expectations, it is probable that Apple would have an exit clause written into any contract.

For Intel, securing a partnership with Apple would be a significant development for its Gaming Hardware and foundry business. However, until official confirmations are released, the actual implementation of such a manufacturing shift remains speculative.